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How to solve Connection Failures with Webgility Desktop Extension for Webgility Online and QuickBooks Desktop integration

This article helps Webgility Online users troubleshoot synchronization and connection failures when using QuickBooks Desktop with the Webgility Desktop Extension. It covers common causes such as outdated extension versions, inactive Webgility Desktop Extension connections, and broken links to the QuickBooks company file. Step-by-step guidance is provided to restore proper connectivity and ensure smooth data transfer between systems.

Common Causes of Errors with QuickBooks Desktop Enterprise and the Webgility Extension

The following issues are known to cause synchronization or connection failures when using QuickBooks Desktop Enterprise with the Webgility Extension:

  1. Outdated Webgility Extension:
    Running an older version of the Webgility Extension may lead to compatibility issues and failed operations.

  2. Webgility Extension Not Connected:
    If the extension is not actively connected, data cannot be transferred between systems.

  3. QuickBooks Desktop Not Connected:
    A broken or inactive connection to the QuickBooks company file will prevent the Webgility Extension from posting data or retrieving necessary records.

Step 1: Update the version of Webgility Extension

To re-establish the QuickBooks Online connection:

  1. - Get the latest installer from Webgility Support.
  2. - Open your Downloads folder and double-click WebgilityExtensionInstaller.exe.
  3. - Click Run when prompted.
  4. - If prompted to reinstall, click Yes.
  5. - Accept the license agreement and click Next.
  6. - Choose or confirm the install location and click Next.
  7. - Confirm the Start Menu folder.
  8. - Leave the desktop shortcut option checked and click Next.
  9. - Click Install (takes 3–5 minutes).
  10. - Once complete, click Finish with Launch Webgility checked.

Important: Before updating:

  • Exit the Webgility Desktop Extension (right-click WDE in the system tray > Exit).

Step 2: Check Webgility Extension Connection

To verify that data is syncing correctly, confirm the Webgility Extension connection status:

  1. Go to the Home page and look for a green checkmark indicating a successful Webgility connection.

  2. If the connection is not active, locate the Webgility icon in the system tray.

  3. Right-click the icon and select Manual Sync to attempt reconnecting and syncing data.

 

Step 3: Check QuickBooks Connection

To ensure accurate syncing and order processing, verify that QuickBooks is connected properly:

  1. Locate the Webgility icon in the system tray.

  2. Right-click the icon and select Connect to QuickBooks.

  3. Check which QuickBooks company file is selected.

  4. If the wrong company file is connected, select the correct one.

  5. Click Test QuickBooks Connection to confirm the connection is successful.